Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,735 | $88,087-28.8% | $164,866-61.9% | $74,546-15.8% |
| Participation rate | 56.3% | 73.1%-16.8pp | 78.6%-22.3pp | 67.2%-10.9pp |
| Annual return | 24.32% | 17.27%+7.0pp | 69.97%-45.7pp | 1366.03%-1341.7pp |
| Employer contribution / active EE | $355 | $2,595-86.3% | $4,343-91.8% | $2,624-86.5% |
| Participant deferral / active EE | $2,393 | $4,499-46.8% | $6,033-60.3% | $4,347-45.0% |
| Admin fee / account holder | $5,616 | $2,232+151.6% | $12,689-55.7% | $1,944+188.9% |